文｜华夏能源网

guangfuchanyelianguoneizhengchuyujiannan“fanneijuan”langchaozhizhong，erhaiwai，zeqiaoranpinchuanjianchanghaoxiaoxi。

longtoujingaokeji（sz：002459）shiqizhongzhiyi。ji2023nianxuanbufumeijianchanghou，jingaokejijinnianyouzaizhongdonghebeifeibujuleshengchanjidi。

huaxianengyuanwang（gongzhonghaohxny3060）huoxi，12yue19ri，jingaokejifabugonggaocheng，nitouzijiansheamannianchan6gwgaoxiaotaiyangnengdianchihe3gwgaogonglvtaiyangnengzujianxiangmu，xiangmutouzizongeweirenminbi39.57yiyuan。

xiangmuweiyuamansuhaerzimaoqu，yizulintudi，xinjianshengchanchangfangjipeitaojianzhuwuhegouzhishengchanshebeijipeitaosheshifangshiwanchengjianshe，zijinlaiyuanbaokuodanbuxianyuziyouzijin、waibuguquanrongzi、jinrongjigourongzideng。

yigeyueqian，jingaokejiganggangyualianqiuglobal southutilitiesgongsiqianshuliangjiebeiwanglu，shuangfangjihualianhezaiaijijiansheyizuo2gwtaiyangnengdianchihe2gwguangfuzujiangongchang，liangzuogongchangtouzieheji2.13yimeiyuan（zheherenminbi15.55yimeiyuan）。

jiuzaijinri，12yue16ri，quanqiuzhuanyeguangfuxitongkaifashangbodaxinnengelite solaryezaiaijisuyishijubanleqiaijixiangmudedianjiyishi，xiangmuweiyuzhongaitaidasuyishijingmaohezuoqu，zhandi7.8wanpingfangmi，guihuajianshe2gwtaiyangnengdianchihe3gwtaiyangnengzujianchanxian，yujiyu2025nian9yuequanmiantouchan。

juxi，bodaxinnengelite solarzichengliyilai，yizaiyuenan、jianpuzhai、yinnijiaijisheliliudashengchanjidi，xingchengleguojihuachanyebuju。

henmingxian，bujinjinshiguangfulongtou，jinnianchanyelianqiyefenfenjiakuailechuhaijianchangbufa。juhuaxianengyuanwangbuwanquantongji，2024niangongyou21gehaiwaigongchangjianshejihuagongbu。

zhidezhuyideshi，xiangbiyuquniandefumeijianchangre，jinniandechuhaijianchangfengxiangyousuogaibian。

到新兴市场去

2023nian，guangfuqiyedechuhaijianchangdemudedizhuyaozaimeiguo，erdaolejinnian，jianchangdidianzhuyaoweiraoxinxingshichangzhankai，qiechengxianchusichukaihuadetezheng。

zhongdongkanchengdangqianzuiremendeguangfuchuhaidi。jinnianyilai，gongyou8jiaguangfuqiyexuanbudaozhongdongjianchang。

chujingaokejizhiwai，jingkekeji（sh：688223）、jundagufen（sz：002865）、tianheguangneng（sh:688599）、xiexinkeji（hk:03800）junxuanbulezhongdongjianchangjihua。

qizhong，jingkekejijihuatongguohezigongsizaishatejianshe10gwgaoxiaodianchijizujianxiangmu。jundazexuanzezaiamansudanguosuhaerzimaoqutouzijianshe10gwgaoxiaodianchishengchanjidi，shouqi5gwgaoxiaodianchixiangmujihuayuniandiqiankaigong。tianheguangnengzenizaialianqiuzhongachannenghezuoshifanyuanhehalifajingjiquneitouzijianshebaohan5wandunguiliao、30gwguipianhe5gwdianchizujianzaineideguangfuquanchanyelian。xiexinkejiyejiangqishougehaiwaikeliguixiangmujidizuizhongxuanzeluodiyualianqiu，guihuaguiliaochannengwei12wandun。

ciwai，sanjiaguangfuzhijiaqiye——zhongxinbo（sh：688408）、zhenjianggufen（sh：603507）、antaixinnengyuanyexuanbuyaozaishatejianshezhijiagongchang。

zaijiashang2023nianyikaishibujudetclzhonghuan（sz：002129）weiyushatede20gwjingtijingpiangongchanghezhanglonggencaopandelianhetaiyangnenggongsiweiyuamande10wandunguiliaoxiangmu，yigefugaiguangfuzhuchanyeliansidahuanjiejidapeifuchanyelianchunenghezhijiadeguangfuchanyeshengtai，zaizhongdongyijianchuxing。

zhongdongnenggouxiyindaoruciduodezhongguoguangfuqiyeqianwangjianchangbingbuqiguai。chuledangdizhengfutongguojiaqiangyuzhongguoqiyehezuofangshifuchibentuchanyelianwai，zhongdongshichanghaishidangqianquanqiuzengzhangzuikuaideguangfushichangzhiyi，bingqiezaizhongdongjidishengchandeguangfuchanpinhaikefusheoumeishichang，xuanzezaizhongdongjianchangkeweizhanlveyiyishenyuan。

yucitongshi，lamei、feizhoudengxinxingshichangyexiyinleyixieqiyeqianwangjianchang。

zailamei，jinnian9yue，zhongxinboxuanbuyaozaibaxijiansheyizuo3gwdeguangfuzhijiazhinengshengchanjidi；10yue，kuajieguangfudexinxiushijingguangnengxuanbuzaimoxigejiansheguangfudianchixiangmu。

zaifeizhou，chulejingaokejiyaozaiaijijianshedianchizujiangongchangwai，lihaoyexuanbuyaozaiangelatoujian18wandunyejinguihe15wandunduojingguixiangmu，chuqichanneng5wandun。

erzaimeiguo“shuangfan”yinyingxia，jinniandaodongnanyajianchangdezhuyaoshiguangfufuchanyelianqiye。ruqibinboli（sh：601636）daomalaixiyajianshe1200dun/tianguangfugaotoujicaisanxianxiangmu；deyegufen（sh：605117）nizaimalaixiyasheliguangfushebeijichunengdianchishengchanjidi；gudewei（sh：688390）zaiyuenanjianlileshouzuonibianqihaiwaigongchang；xiuqianggufen（sz：300160）jihuazaitaiguotouzijianshebolishengchanxiandeng。

欧美建厂有点“凉”了？

yuxinxingshichangxiangbi，chuantongoumeishichangyiguimoda、maolilvgaodeyoushierchengweiqunianguangfuxingyehushengpogaodejianchangremenquyu，danzaijinnian，fuoumeijianchangremingxianjiangwenle。

ciqian，zaifumeijianchangredeyingxiangxia，xingyeneiyiduyouduojiaqiyechuanchufuoujianchangdeyixiang。dan2024nian，xuanbudaoouzhoujianchangdeguoneiguangfuqiyejinyidaoxinnenghenuochengguangfuliangjia。

yidaoxinnengshidianchipianlongtou，dannuochengguangfuzezhishiyijiamingbujianjingchuandexiaoqiye。yidaoxinnengjihuazaifaguojianzaoyizuo3gwdetaiyangnengdianchibangongchang，zongtouzie1.09yiouyuan（zheherenminbi8.25yiyuan）。

ernuochengguangfuzejihuazaisaierweiyatouru3000wanouyuan（zheherenminbi2.3yiyuan）jiansheyizuo1gwdedianchizujiangongchang。

fumeijianchangzhebujinshao，erqieduoweipianbianyuanqiye——yaomeshifucaiqiye，ruzhuyingjiaomodehaiyouxincai(sh：688680)，yaomeshishebeiqiye，rujinchengufen(sh：603396)，zaimeizigongsijingyingfanweiweiguangfuzujianshebeishouhouanzhuangdiaoshi、shebeiweixiufuwudeng，zhuchanyelianfumeijianchangzhe，zeshizuogaitaikuangdexiannaguangdian。erqiezheixiexiangmudetouziguimoyedoujiaoxiao，jiaogaozhebuguoqianwanmeiyuanguimo。

qiyexiao、shuliangshao、touziguimoheedujunbuda，fuoumeijianchangdejiangwen，zhuyaoyumeiguo、oumengdezhengceyouguan。

jinnian，meiguoxuanbuduidongnanyasiguoguangfuchanpinshixing“shuangfan”，qingxiangyuchuantongnengyuandetelangpuruzhubaigong，gengrangfumeijianchangdeweilaiduolejifenbuquedingxing。dangqian，meiguogaoangderengongchengbenyijingshidebentuqiyeyingliyilaiyubutie。yidantelangpuquxiaoirabutie，neimezheixieguangfuqiyebijiangmianlinkuisundeweixian。

ouzhouqingkuangyumeiguoleisi，yifangmian，mijichutaizhengcequanlifuchibentuguangfushangxiayouchanyeliandejianshe，lingyifangmian，dayazhongguoguangfudeshengyinbuduan，zhengcedebuquedingxing、gaoangderengongchengbendengfengxian，doushidezhongguoqiyeduidaozheilijianchangwangerquebu。

dangqian，guoneiyanzhongdeneijuanjumiantuidongzhezhongguoguangfuqiyechuhaiqiusheng，haiwaigongchangsuozaidideduoyuanhuayeyouliyufensanzhengcefengxian。danshiyaobimianneijuanwaiyi，bimianbeizhendui，hexinhaishiyaoshixianjishuhechanpindechayihua，miaozhunxifenshichanggaochuangxin，zengqianghexinjingzhenglicainengrangchuhaizhilugengjiawenjian。